How to set up a Shareholder Current Account Report

Hi there, I have written up some instructions on how to create a Shareholder Current Account report in a report pack using a balance sheet template. If you are interested I can send you a PDF of the instructions. Just reply with your details and I e-mail them through.

Yes please #2: philip.bridgen@paradise.net.nz
With the tide (more a ripple really, given the size of my client list) of SME annual accounts rising before me, I have been wondering how best to tackle Current Accounts. Pasting a suitably-formatted Excel worksheet into a blank Report Pack page had seemed the easiest strategy up till now!

Hi Hamish! Just wanted to follow up quickly as I haven't received anything to my email address. I checked my spam folder and nothing there either. If you've sent it to me already would you please send again to phill@getresults.co.nz and CC: to phillc@xtra.co.nz just to be sure - I'd really appreciate it.

Hi everyone. For those who can access report packs (as at today, only NZ accounting partners), we have introduced the ability to template schedules such as shareholder current accounts and loans. Learn more on our blog and in Help.

Hi Everyone, following the wise advice of Xero's Matt Barnet, here is a link to the instructions which have been put in the cloud for you to reference as and when you need. If you have any queries about the instructions, please feel free to post your query here.